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The Value of Advice

Everyone looks for advice at some point during their lives, and at Navigate Wealth, we specialise in providing advice regarding a range of different pension, investment and financial protection products.

We pride ourselves on our approach, which aims to help you understand and identify the best financial planning options for you and your family.

But what is the value of advice?

Receiving quality, independent, whole of market guidance when it comes to pensions, investment and financial protection means you can rest assured that your financial future is handled with the utmost care.

This can help you to:

Grow your net worth

Plan for the future

Eliminate financial stress

How we can help

We are dedicated to offering useful advice that will help you to make the most of your financial future, and we will always strive to be:

Committed - we put you at the centre of everything we do

Bespoke - we tailor our advice to your unique needs

Expert - we are authorised pension transfer specialists

Accredited - we are members of numerous professional bodies

Our team of experts are on hand to help you to navigate the options available to you relating to pension, investment and financial protection products.

Contact us

To find out more about income protection, or to arrange a free consultation, you can contact the Navigate Wealth team on 0345 340 9690 or use our submission form.

Testimonials

Mrs H,
Essex

“I was very pleased with the straightforward advice received from Richard Bamforth when looking to consolidate a relatively small defined benefit pension into my main small self-administered scheme (SSAS). Most advisors either wanted to charge a huge amount for the government-required advice, or wouldn’t even deal with my enquiry since I wasn’t looking to use their managed funds. Richard was thorough in his investigation, and reviewed the options carefully, while taking into account my individual situation. I would recommend Richard Bamforth's services to anyone looking for expert, independent financial advice.”

Get in Touch

Rest assured we are always on hand to help. If you would like to discuss your financial position, or just an informal chat, then please fill in the form below. Alternatively, visit our Contact Page for further ways to get in touch.